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Is there a "secret to grabbing goods" circulating in the photovoltaic circle? As the new projects fully enter the market, the prices of components from multiple brands in the Distribution Channel are increasing.
① Existing projects connected to the grid before May 31 can enjoy a price guarantee for electricity, while all incremental projects thereafter will be subject to market trading, which has triggered this wave of rush in photovoltaic installations; ② Under the influence of the new policy's rush for installation, the recent component utilization rate has increased, and the price in the Distribution Channel has risen by 2 to 5 cents per watt; ③ Component manufacturers state that they pursue "energy generation per unit area," and high-efficiency products are expected to deliver greater value.
CINNO Research: The investment amount in China's optoelectronic display industry is approximately 223 billion yuan in 2024, a year-on-year decline of 27.3%.
Statistics show that in 2024, the investment amount in the optoelectronic display industry in China (including Taiwan) is about 223 billion yuan, a year-on-year decrease of 27.3%.
Finance Associated Press Venture Capital: In January, financing in the Carbon Neutrality sector totaled 1.61 billion yuan, a decrease of 95.03% month-on-month. Li Chuang Autos Electronics completed its first round of financing of nearly 0.5 billion yuan.
According to data from the China Finance Association's Venture Capital platform, in January, there were a total of 69 private equity investment events in the domestic Carbon Neutrality sector, a decrease of 28.13% from 96 events last month; The total disclosed financing amounted to approximately 1.61 billion yuan, down 95.03% from 32.404 billion yuan last month.
The Hong Kong stock market's photovoltaic Sector has seen a widespread decline, with several leading stocks dropping over 6%. The price inflection point in the Industry Chain has not yet become apparent.
① Why has the market expectation weakened for the short-term correction of the Hong Kong stock photovoltaic Sector? ② After the holiday, the price turning point of the photovoltaic Industry Chain has not yet appeared, what do the Institutions think?
Hong Kong stocks fluctuated | Photovoltaic stocks fell across the board as new policies for the New energy Fund come into effect, which may change the investment return rates for New energy projects.
All photovoltaic stocks fell sharply. As of the time of writing, XINYI SOLAR (00968) dropped by 3.87%, trading at 3.48 HKD; FLAT GLASS (06865) fell by 3.65%, trading at 12.66 HKD; XINYI GLASS (00868) declined by 2.02%, trading at 7.29 HKD; XINTE ENERGY (01799) decreased by 2.05%, trading at 7.64 HKD.
